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aparley
Participant | Elite Partner
Participant | Elite Partner

Distances in estimated travel time between meetings on Records

SOLVE

Hi everyone's brains...

Anyone seen anything decent that you can do for when a call centre hubspot user is planning a group of different Field Sales Consultant's meetings  at the same time - e.g. planning someone going from one house to another that calculates miles too. I've had a play with the prospecting tool, as well as pushing meeting info to a dashboard but it's not really the UI needed for someone to book a meeting - I was also looking at some of the obvious integrations on the marketplace, as well as some other third party things, but anyone tried doing it with a maps API in conjunction with calculated properties. Just interested in anyone's experiences with this kind of stuff. Thanks as always all crew.

1 Accepted solution
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Distances in estimated travel time between meetings on Records

SOLVE

Hey @aparley 

I think you can use a standard amount of time, lets say 45 minutes, and set it as buffer time in the meetings link.

Screenshot 2024-01-30 at 12.26.33 PM.png

Another option, manual, is that the sales rep add to their calendar a event/space to block the agenda for the amount of time of the estimated travelling time. This way the agenda will be blocked and its no possible to book a meeting in that slot.

Hope this helps

 

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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3 Replies 3
SOikawa
Member

Distances in estimated travel time between meetings on Records

SOLVE

Hello @aparley 
I am interested in this topic cause I built a freemium software that automatically calculate travel time and block the time on calendar! https://glidely.ai/
I want to hear your feedback and discuss it. 

0 Upvotes
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Distances in estimated travel time between meetings on Records

SOLVE

Hey @aparley 

I think you can use a standard amount of time, lets say 45 minutes, and set it as buffer time in the meetings link.

Screenshot 2024-01-30 at 12.26.33 PM.png

Another option, manual, is that the sales rep add to their calendar a event/space to block the agenda for the amount of time of the estimated travelling time. This way the agenda will be blocked and its no possible to book a meeting in that slot.

Hope this helps

 

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

PamCotton
HubSpot Alumni
HubSpot Alumni

Distances in estimated travel time between meetings on Records

SOLVE

Hey @aparley, thank you for posting in our Community!

 

It sounds like you're exploring various options for coordinating and planning field sales consultant meetings in a call center using HubSpot. While I haven't personally tried it with a maps API and calculated properties, I want to invite our top experts to this conversation, @Lucila-Andimol , @Mike_Eastwood any recommendations for @aparley?

 

Thank you,

Pam

0 Upvotes